We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years. With that being said, many Americans have made huge changes in this short time. Many companies went virtual in 2020, giving their employees the opportunity to… Read more
We raise our kids and then shout a “Halleluiah” as we become empty nesters, but our job as parents really never ends. Our adult kids are still kids in many ways—whether they live with us or not. And then there are our parents, whose needs inevitably grow as time marches on. Whether it be physical,… Read more
Graduation is a major step for those important young adults in our life. Whether it be graduating from high school or graduating from college, a parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you. The Cost of Living.… Read more
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may… Read more
Did you know that economists predicted six of the last two recessions? Actually, an economist will know tomorrow why the things he or she predicted yesterday didn’t happen. Both of these happen to be wisecracks in our industry, but there is much truth behind the chuckles. There is a lot of fear brewing today. We… Read more
What on earth is happening? Thousands – at least – of Americans are asking this question as they leave the grocery store each week with less after paying more. Not too long ago there was plenty of cash flow and prices were within reason. Now? Not so much. Which is how inflation usually creeps onto… Read more
It’s no surprise to state that the markets have been rather treacherous as of recent. Between Ukraine, growing tensions with Russia, severe inflation, supply chain issues, and the Fed’s recent rate hike; it really has not stood a fighting chance. Oh…and wait…I almost forgot. This is an election year. Volatility is here and it might… Read more
Do you look at your money for what it is or do you look at it for what it is for? A few weeks ago, Dad came on our weekly radio program “Life Planning 101.” He shared several stories that have given us insight we use to help the families we work with today. One… Read more
Tom and Maria were married a little more than forty years when Tom suffered a severe stroke. The stroke changed him. It not only caused permanent physical impairment, but he became angry and unmanageable. As she struggled to manage him or tend to all of his needs, Maria was forced to get help. Life had… Read more
There just isn’t enough time in the day. It doesn’t matter who you are, or what you do or don’t do – we all have the same problem. Unfortunately, there are some things you can’t delegate or don’t want to delegate–your faith, family, health, etc… But there is a lot you should! More than 19… Read more
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